Account Type****** ******Account Owner*** ******Account Opps/Deals****** *****Closed Won • Dec 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Rbc Wealth ManagementFirst Vice President Wealth ManagementJan 25 - PresentRbcVice President & Financial AdvisorMar 20 - PresentMerrill LynchAVP & Senior Financial AdvisorMar 12- Mar 20
Anya HoffChief Investment OfficerView Profile, anya hoffMark McclureChief Financial OfficerView Profile, mark mcclureJames GillinghamVice President Strategic Finance FP AView Profile, james gillingham